Personal Capital Stock

personalcapital.comFinTechFounded: 2009Funding to Date: $247.94MM

Personal Capital is a provider of free online tools designed to allow users to view all of your accounts in one place, allowing them to better understand their entire financial picture.

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Enterprise Value (based on primary financings)

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Personal Capital investors also invested in these private companies

IGM Financial

Team

Management Team

Jay Shah
Chief Executive Officer
James Burton
Chief Growth Officer
Fritz Robbins
Chief Technology & Information Officer
Allison Amadia
General Counsel and Chief Compliance Officer
Jim Del Favero
Chief Product Officer
Mark Goines
Chief Strategy Officer and Vice Chairman
Craig Birk, CFP®
Chief Investment Officer
Mike Armsby
Chief Financial Officer
Porter Gale
Chief Marketing Officer

Board Members

Steve Harrick
IVP
Jeffrey Carney
IGM
James Feuille
Venture Capital Group
Jeremy Schein
Corsair Capital
Bill Harris
Paul Desmarais III
Power Financial
Brian Ascher
Venrock
Marina Levinson
CIO Advisory Group
Charles Goldman
Assetmark
Jay Shah
Bruce Felt
DOMO
Kira Wampler

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News

Increase in need to track & manage income, rise in use of the mobile application, and surge in dependency on the Internet drive the growth of the U.S. personal finance software market.
Wall Street Insider is a behind-the-scenes look at the stories dominating banking, business, and big deals.
Personal Capital has enlisted a cadre of new leaders as it seeks to re-tool its look and define its identity as a wealth management firm.